Fast Fund Flows

How do I get started with Fast Fund Flows?

Getting started is easy! Simply contact us through our website or call (801) 446-1739 to schedule a complimentary initial consultation. During this meeting, we'll discuss your financial goals, current situation, and how we can help you achieve financial success.

What makes Fast Fund Flows different from other financial advisors?

We operate as fiduciaries, meaning we're legally obligated to act in your best interest. We offer transparent fee structures, comprehensive services under one roof, and a personalized approach that considers all aspects of your financial life. Our team's extensive experience and commitment to ongoing education ensure you receive the most current and effective financial strategies.

How much do your financial planning services cost?

Our fee structure varies based on the complexity and scope of services needed. We offer different engagement models including flat fees for specific projects, hourly consulting, and assets under management (AUM) fees for ongoing wealth management. We'll provide a clear, detailed quote during your initial consultation with no hidden costs.

What is the minimum investment amount to work with you?

We work with clients at various wealth levels and don't have strict minimums for financial planning services. For ongoing wealth management, we typically work with clients who have at least $100,000 in investable assets, but we make exceptions based on individual circumstances. We believe everyone deserves access to quality financial advice.

How often will we meet to review my financial plan?

We typically conduct comprehensive reviews quarterly or semi-annually, depending on your needs and the complexity of your financial situation. However, we're always available for consultations when major life events occur or when you have questions about your financial strategy. We also provide regular updates and reports through our client portal.